Clearway Energy - Zukunftsinvestment in die erneuerbaren Energien mit 5 % Dividendenrendite?

[winston-wolfe]

Antwort auf Beitrag Nr.: 75.608.897 von winston-wolfe am 12.04.24 12:45:54

sorry, falscher thread ...

Zitat von winston-wolfe: bin ja voll der Alleinunterhalter hier

** Brokerage Citigroup raises Devon Energy's DVN.N price target to $62 from $55, shares up marginally in premarket trading

** Says there is an upside to production and rising prospects of big M&A

** Says "DVN presents one of the more debated E&P stories in 2024 given the potential for an operational turnaround"

** "The market would respond positively to a DVN/MRO merger given the synergy potential and FCF accretion under a merger of equals/small premium scenario," Citigroup analysts say in a note

** The new price target represents a 13.7% upside to the stock's last close

** 20 of 30 brokerages rate the stock "buy" or higher and 10 "hold"; their median PT is $54

** Up to the last closing price, shares up 20.3% YTD
...
https://www.xm.com/research/markets/allNews/reuters/citigrou…

[winston-wolfe]

Citigroup raises Devon Energy's price target on output, M&A potential

bin ja voll der Alleinunterhalter hier

** Brokerage Citigroup raises Devon Energy's DVN.N price target to $62 from $55, shares up marginally in premarket trading

** Says there is an upside to production and rising prospects of big M&A

** Says "DVN presents one of the more debated E&P stories in 2024 given the potential for an operational turnaround"

** "The market would respond positively to a DVN/MRO merger given the synergy potential and FCF accretion under a merger of equals/small premium scenario," Citigroup analysts say in a note

** The new price target represents a 13.7% upside to the stock's last close

** 20 of 30 brokerages rate the stock "buy" or higher and 10 "hold"; their median PT is $54

** Up to the last closing price, shares up 20.3% YTD
...
https://www.xm.com/research/markets/allNews/reuters/citigrou…

[winston-wolfe]

TotalEnergies SE buys $ 4.5 M in Clearway Energy common stock

Apr. 01, 2024 5:44 PM ETClearway Energy, Inc. (CWEN) StockBy: Tiyashi Datta, SA News Editor4 Comments
Clearway Energy's (NYSE:CWEN) 10% owner TotalEnergies SE disclosed the purchase of 196,964 shares for a transaction value of $ 4.5 M.
...
https://seekingalpha.com/news/4086050-totalenergies-se-buys-…

[winston-wolfe]

Clearway Energy meets Q4 targets, plans growth

Clearway Energy (NYSE:CWENa), Inc. (NYSE: CWEN) has announced its fourth quarter 2023 earnings, successfully meeting the revised guidance figures. The company reported a Cash Available for Distribution (CAFD) of $342 million for the year, with $53 million achieved in the fourth quarter alone. Clearway (NYSE:CWEN) also confirmed reaching commercial operations on new projects and is set to increase its dividend by 1.7% for 2024. The company's financial outlook remains robust, with a reaffirmation of its 2024 CAFD guidance at $395 million and a strong emphasis on growth opportunities beyond 2026.

Key Takeaways
Clearway Energy reported a full-year CAFD of $342 million and $53 million for Q4.
The company announced a 1.7% dividend increase for 2024.
Clearway reaffirmed its 2024 CAFD guidance of $395 million.
The company has no need for external capital until 2026.
Growth opportunities include sponsor drops, resource adequacy awards, and potential M&A.
Significant asset additions to Clearway's portfolio are expected by the mid-2020s.
PPA prices are projected to remain stable, influencing returns.
Clearway is preparing for growth with over 15 gigawatts of late-stage interconnection positions.

Company Outlook
Clearway Energy is committed to $215 million in new capital deployments for 2023.
The company is focused on long-term growth targets and has a strong balance sheet.
Anticipated M&A activity is expected to increase in 2024.

Bearish Highlights
Lower maintenance capital expenditures are due to reduced generation targets.
Uncertainty surrounds capital yield expectations for projects in 2026-2027.

Bullish Highlights
Clearway is focused on extending DPS growth into 2027 through various strategic levers.
The company has secured interconnection positions and high voltage equipment essential for future growth.

Misses
Challenges in 2023 have pushed some project target CODs from 2026 to 2027.
...
https://www.investing.com/news/stock-market-news/earnings-ca…

[winston-wolfe]

Clearway Energy surges on S&P SmallCap addition

** Clearway Energy's CWEN.N shares up 8.1% before the bell at $24.73, over 2-mth high, as co set to join S&P SmallCap 600 index .SPCY

** Renewable energy firm to replace Veritiv Corp VRTV.N in SPCY prior to market open on Thurs, Nov 30, amid S&P Dow Jones indices changes

** Clearway has about $3.6 bln market value, per LSEG data

** 9 of 11 analysts rate stock "buy" or "strong buy", rest "hold"; median PT of $29 down from $34 on Aug 28 - LSEG
...
https://www.xm.com/research/markets/allNews/reuters/clearway…

[winston-wolfe]

Clearway Energy undervalued by 40%, DCF model suggests

Clearway Energy (NYSE:CWENa), Inc. (NYSE:CWEN.A), a prominent player in the renewable energy space, may be significantly undervalued according to a recent valuation using a Discounted Cash Flow (DCF) model. The model, which factors in dividends per share (DPS), suggests a value of US$35.91 per share for the company. This estimate surpasses the current market price of US$21.51 and the analyst's target of US$30.30, suggesting a potential undervaluation of around 40%.
...
https://ca.investing.com/news/stock-market-news/clearway-ene…

[winston-wolfe]

Antwort auf Beitrag Nr.: 74.279.190 von matjung am 08.08.23 12:25:57

Yep, 20% in den Miesen 😭 hoffen wir, dass der Wind in H2 stärker und öfter weht ...

Die Zahlen für H1 sind deutlich unter 2022 aber nicht rot. Ich muss wohl noch ein bisschen Geduld aufbringen.

https://www.finanznachrichten.de/nachrichten-2023-08/5978975…

Zitat von matjung: Ist jemand investiert?
Die Aktie sieht günstiger aus, als letztes Jahr.

[matjung]

Ist jemand investiert?
Die Aktie sieht günstiger aus, als letztes Jahr.

[winston-wolfe]

Clearway Energy (CWEN) Q1 Earnings Break Even, Sales Rise Y/Y

Clearway Energy Inc. recorded breakeven earnings in the first quarter of 2023 against the Zacks Consensus Estimate of a loss of 12 cents per share. The company reported a loss of 28 cents per share in the year-ago quarter.

Revenues
Total revenues of $288 million surpassed the Zacks Consensus Estimate of $241 million by 19.6%. The top line also improved 34.6% from the year-ago quarter’s level of $214 million.
...
https://www.zacks.com/stock/news/2090689/clearway-energy-cwe…

[erfg]

Clearway Energy Inc. Offers A High Yield And Rapid Growth From Renewable Energy

Summary

Clearway Energy recently announced the $1.9 billion sale of its thermal energy generation business to a private equity firm.
With the proceeds of this disposition, CWEN expects to greatly expand its renewable energy portfolio in the coming years.
Importantly, CWEN now has the ability to finance years' worth of investments without the need to issue equity.
Clearway Energy's Class A shares currently yield 4.5% while offering the same 7-8% annual dividend growth as the common shares.
Looking for a helping hand in the market? Members of High Yield Landlord get exclusive ideas and guidance to navigate any climate.

https://seekingalpha.com/article/4479947-clearway-energy-sto…